Advisory Services Experienced Staff Resume Sample

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Clint Mertz
296 Alex Terrace,  Boston,  MA
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Work Experience


Advisory Services Experienced Staff
01/2017 - PRESENT
Phoenix, AZ
  • Strong written & verbal communication and technical writing skills, coupled with a strong interest in further developing and integrating operations with technology
  • Three to five years of experience in IT Software Development Life Cycle
  • Technical expertise in HP Teamsite, Form Publisher, workflows, and OpenDeploy & DataDeploy setup/configuration
  • Technical expertise in Livesite component development
  • Proficient in Java (EJB, JSP, Servlet, etc.)
  • Experience with XML, XSLT, HTML
  • Experience with Databases – Oracle, Microsoft SQL
  • Stay abreast of current business and industry trends relevant to the client’s business
  • Valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally
Advisory Services Experienced Staff Government & Public Sector Cyber
07/2012 - 11/2016
Boston, MA
  • Conduct functional testing from end user’s perspective
  • One to three years of relevant work experience. One year of relevant financial services industry experience (i.e. Capital Markets, Wealth and Investment Management, Banking or Finance Risk and Compliance)
  • Proficiency in the English language; including the ability to listen, understand, read and communicate effectively both in writing and verbally in a professional environment
  • Possess a valid US driver's license and a valid passport
  • Sound knowledge and experience in using different hacking tools to perform foot printing, enumeration and exploitation to system infrastructure and web applications
  • Knowledge and experience in programming and security code review is desirable
  • Experience in IBM Rational AppScan, Acunetix and Jtest is desirable
  • Related qualifications and/or industry certification such as CEH (Certified Ethical Hacker), MCSE, RHCE/LPI, CCNA/CCIE, OCA/OCP is an advantage
  • A willingness to travel to meet client needs; travel is estimated at 20%. A valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally
Advisory Services Experienced Staff Financial Services Office Data Analyst
01/2008 - 04/2012
Phoenix, AZ
  • Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services. Assess the effectiveness of our client’s internal controls
  • Collection and assessment of customer information, leveraging third-party sources
  • Execution and review of adverse media from customer screening (e.g., politically exposed persons, material negative news) and maintenance of search results
  • Analysis of customer transactional records and legal documentation
  • Listening attentively and actively and asking pertinent questions in order to deliver facts, opinions, and analyses in a way that keeps the listener’s attention
  • Maintain relationships with client personnel at appropriate levels
  • Use current technology and tools to enhance the effectiveness of services
  • Build and test user interfaces to our or clients’ specifications
  • Willing to travel to the customer’s locations on need basis within India and outside India

Education


Neumont University
2003 - 2008
Bachelor's Degree in Computer Science

Professional Skills


  • Demonstrated skills for quantitative and qualitative analysis and the confidence to translate complex data into meaningful insights
  • Collaborating, mentoring and coaching the teams with diverse skills and background
  • Being part of the team with diverse skills and background
  • Building strong relationships with your internal clients
  • Experience working with financial services clients, including banking, capital markets, asset management and/or insurance companies.
  • Strong Understanding of Java API’s, libraries, methods and good understanding of XML
  • Experience in accounting/assurance/banking/due diligence fields

How to write Advisory Services Experienced Staff Resume

Advisory Services Experienced Staff role is responsible for research, modeling, basic, finance, database, security, java, architecture, analysis, reporting.
To write great resume for advisory services experienced staff job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Advisory Services Experienced Staff Resume

The section contact information is important in your advisory services experienced staff resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Advisory Services Experienced Staff Resume

The section work experience is an essential part of your advisory services experienced staff resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous advisory services experienced staff responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular advisory services experienced staff position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Advisory Services Experienced Staff resume experience can include:

  • We currently are seeking a highly motivated Staff to support client engagement teams, work with a wide variety of clients to deliver professional services, and lead business development activities on strategic and global priority accounts
  • Strong teaming skills working with others of diverse skill sets and backgrounds
  • Strong communications and influence skills, with the ability to communicate complex ideas to all audiences
  • Relevant experience working at a financial services company or comparable experience working as an advisor to a financial services company
  • Big Data skills, such as Hadoop, Spark, Neo4j, Kafka, Storm, Hive or NoSQL
  • Programming or scripting experience (Python, Angular JS, etc.)

Education on an Advisory Services Experienced Staff Resume

Make sure to make education a priority on your advisory services experienced staff resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory services experienced staff experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Advisory Services Experienced Staff Resume

When listing skills on your advisory services experienced staff resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical advisory services experienced staff skills:

  • Strong proven communication skills demonstrated through effective writing and presentation of information
  • Effective teaming, project management, and organizational skills
  • Analytical skills, especially those related to knowledge of financial service and/or understanding money laundering trends and other financial crimes
  • Developing a comprehensive understanding of popular actuarial processes and tools, all while prioritizing and creating work plans
  • Strong working knowledge of Excel to develop financial models, knoweldge of pivot tables and using excel for in-depth modeling
  • Experience in applying statistical and datamining techniques across large datasets to solve business problems

List of Typical Experience For an Advisory Services Experienced Staff Resume

1

Experience For Transaction Advisory Services Experienced Staff Resume

  • Reading and interpreting agreements, discussing projects with your manager, and selecting appropriate approaches and methodologies
  • Building quantitative economic models, translating data into actionable insight
  • A commitment to staying on the cutting edge of the field
  • Proficiency in at least one statistical software package (e.g., Matlab, Python, R, Stata), Bloomberg, MS Excel/VBA, Word and PowerPoint
  • The flexibility and the willingness to travel
  • Pursuing an internationally recognized professional accounting designation, such as a CA, CPA, ACA, or equivalent, or a service line relevant designation, such as a CIA, CISA, CISSP, or equivalent
  • Desire to work in computer-related career where >80% of time is spent working on system related activity: software configuration, development, workflow design, process design, analysis, and quality assurance
2

Experience For Advisory Services Experienced Staff Government & Public Sector Cyber Resume

  • Experience working at or advising a property and casualty insurance carrier
  • Willingness to travel. Estimated 10% per year
  • Experience as a member of a technology team participating in one or many of the technology life cycle phases. Could include requirements definition, architecture design, conversion, and testing
  • Understanding and documenting clients’ business processes and requirements, performing root cause analysis, developing business cases and interviewing various resources to gather required information
  • Demonstrating the ability to digest, incorporate and leverage new knowledge. Possessing good business acumen. Remaining current on new developments in advisory services, capabilities and industry knowledge
  • Taking full responsibility for tasks, including consistent self-review of work to identify and improve an approach for producing high quality work products, while working under supervision
3

Experience For Advisory Services Experienced Staff Enterprise Intelligence Resume

  • About 2-4 years of work experience related to operational management in the financial services industry
  • Keeping up to date with industry news and trends, and actively identifying risks or opportunities to improve our services
  • Continually learning and sharing your knowledge with the wider actuarial team
  • The ability to understand and persuade on complex subjects both in writing and verbally
  • An understanding of financial products and services, include those related to depository institutions, wholesale banking, insurance, asset management, securities, financial technology or private equity
  • An interest in working in an environment which encourages continuous learning, development and identification of opportunities for improvement of individual and team performance
4

Experience For Advisory Services Experienced Staff Financial Services Office Data Analyst Resume

  • A willingness to travel on an exception basis, less than 5%, for client needs
  • Assurance and Risk Data Analytics
  • Fraud and forensic analytics
  • Experience in computer software configuration and development with any of the following technologies: ETL Suites (Informatica, Infosphere, Ab Initio, SAP), DBMS
  • Certification on any database management system, any reporting or data visualization or any programming or statistical language
  • A willingness and ability to travel at 0%-25%
  • Demonstrated aptitude in quantitative and qualitative analysis of financial instruments, including options, warrants, fixed income securities and other derivatives
5

Experience For Risk Advisory Services Experienced Staff Resume

  • Familiarity with a broad base of statistical languages and analytics tools such as analytics platforms (R, SAS, etc.), data management (Excel, SQL, Alteryx, etc.), and data visualization (Tableau, Spotfire, etc.)
  • Knowledge of core data science and advanced analytics methods, such as statistics, segmentation & clustering, predictive modelling, simulation, optimization, etc
  • Rudimentary knowledge and experience regarding different types of databases such as SQL Server, MySQL, Access, Oracle, DB2, etc
  • Around 2-4 years of related work experience
  • Expertise in troubleshooting both ABAP and JAVA stacks
  • Continuous control monitoring
6

Experience For Transaction Advisory Services Experienced Staff Working Capital Advisory Services Chicago Resume

  • Experience related to payment operations, including processing of real-time settlement networks, and/or experience with transaction monitoring, Know Your Customer, or sanctions screening technology systems
  • Experience in defining background jobs, scheduling and maintenance, modifying, deleting and analyzing the jobs and regularly monitoring the job logs and the job status
  • Knowledge of Solution manager 7.1 : EWA, RCA, Charm
  • Process compliance analytics
  • SAP data analytics

List of Typical Skills For an Advisory Services Experienced Staff Resume

1

Skills For Transaction Advisory Services Experienced Staff Resume

  • Skilled working on various client administration tasks, i.e.; Client Creation, Client copy, Client export/import, Remote Client Copy and Securing
  • Application/database development experience working primarily with Microsoft toolset (SQL Server, VB/.net, MS Access)
  • Experience within a corporate environment
  • Business Valuation experience
  • Participating in the monitoring of the project and providing updates on the progress
2

Skills For Advisory Services Experienced Staff Government & Public Sector Cyber Resume

  • Coding (programming) new customized software solutions using ETL
  • Building data mining and management reporting platforms
  • Building lasting relationships at all levels while working to interpret each client’s unique terminology, objectives, and motivators
  • Demonstrating ability to review own work
  • Applying systems analysis techniques and procedures to analyze and document requirements
  • Demonstrating ability to review own work and provide first initial review of associate analysts’ work
  • Developing and maintaining long-term client relationships and networks
3

Skills For Advisory Services Experienced Staff Enterprise Intelligence Resume

  • Programming qualification (certificate or diploma) in basic or advanced Structured Query Language programming
  • Develop and mentor team members at intern levels
  • Demonstrating an understanding of the client's platform structure, security software used, and how information systems are used at the client and within the client's industry
  • Performing detailed data analysis, reaching conclusions, documenting results, and suggest ideas for efficiencies
  • Maintaining client relationships. Demonstrating teamwork and responsibility with engagement team members, and staying abreast of IT trends relevant to client's business
  • Gathering business requirements Discussing and determining business problems with leaders of various functional areas within an organization, and aiding in determining the appropriate key performance indicators needing to be captured and monitored
  • Developing technical capabilities in areas such as information management and advanced analytics
4

Skills For Advisory Services Experienced Staff Financial Services Office Data Analyst Resume

  • Some computer software configuration or development experience in any of the following technologies: Visual Basic, Java, Perl, Python, Objective C, C++, C, .NET
  • Capable of building a fully functioning Pega Robotics prototype that meets the standards of the Practice leadership expectations
  • Prepare financial models in Excel
  • Perform In-depth sector market and company-specific research
  • Efficient use of research databases, technical ability to manipulate data
5

Skills For Risk Advisory Services Experienced Staff Resume

  • Willingness and ability to travel as necessary at short notice
  • Effectively managing and motivating client engagement teams with diverse skills and backgrounds. Providing constructive on-the-job feedback/coaching to team members
  • Fostering an innovative and inclusive team-oriented work environment. Playing an active role in the counselling and mentoring of junior consultants within the organization
  • Experience in data storytelling and knowledge of how people make decisions with data
  • Experience with Supply Chain Risk Management
  • Connect “big-picture” industry and market trends to a client’s business problem
  • A willingness to travel to meet client needs; travel is estimated at up to 80%. A valid driver’s license in the US and a valid passport are required; willingness and ability to travel internationally
  • Make informed decisions to achieve competitive advantage by managing risk, reducing costs, increasing operational efficiencies and creating value
6

Skills For Transaction Advisory Services Experienced Staff Working Capital Advisory Services Chicago Resume

  • Demonstrate the tangible and intangible contribution that real estate and facilities assets make in supporting business until goals with practical, high value solutions
  • Banking industry experience
  • Confirm alignment of real estate strategy to wider enterprise objectives
  • Service offerings are classified into four categories: Portfolio Strategy and Location Advisory, Delivery Strategy and Operational Modeling, Governance, Process and Control and Technology Enablement
  • Portfolio Strategy & Location Advisory includes strategic portfolio planning and rationalization, location advisory and Alternative Workplace Strategies (AWS Support)
  • Delivery Strategy & Operational Modeling includes operational cost reduction, sourcing strategy and vendor selection, and organizational design and operating model
7

Skills For Transaction Advisory Services Experienced Staff Valuation Business Valuation Atlanta Resume

  • Governance, Process & Control includes policies, procedures and protocols and risk assessments
  • Technology Enablement includes technology strategy, requirements definition, and solution selection
  • Maintain relationships with client management to manage expectations of service, including work products, timing, and deliverables. Demonstrate a thorough understanding of control rationalization, optimization, effectiveness and efficiency, and development of risk remediation strategies
  • SANS GIAC Reverse-Engineering of Malware (GREM)
  • SANS GIAC Information Security Fundamentals (GISF)
8

Skills For Advisory Services Experienced Staff Resume

  • Research foreign governments’ or companies’ political, social, economic, and/or security characteristics
  • Chinese or Russian language expertise
  • Certified in installation/Migration of DB’s to Hana with BI/BW and ECC environments
  • Knowledge of Multitenant Database containers in HANA
  • Expert in Upgrades with SUM for EHP6/7 and Netweaver systems for BW
9

Skills For Transaction Advisory Services Experienced Staff Resume

  • Responsible for Installation of BOBJ /BW systems and integrations
  • Responsible for system administration and support of technical architecture, including Basis support of SAP R/3, PI and Enterprise portal platforms, with the goal of providing excellent system reliability, performance, high availability
  • Worked extensively on all aspects of database backup/recovery, system restore/refresh, SAP and MS-SQL Server /Oracle / DB2 installation, technical documentation, and troubleshooting (problem reporting and resolution)
  • Experience in setting up transport management system, and working with transports
  • A strong work ethic, high energy and enjoyment of encountering new challenges and ideas
  • Excellent attention to detail working in a time sensitive metrics and quality driven production environment
  • Practical experience with different types of databases such as SQL Server, MySQL, Access, Oracle and DB2
  • Responding to requests from clients and reviewers
10

Skills For Advisory Services Experienced Staff Government & Public Sector Cyber Resume

  • Travelling regularly, potentially internationally, to meet with clients face-to-face,
  • Writing code for valuing a broad range of financial instruments
  • Performing research on companies, markets, and valuation techniques
  • Estimating model inputs through market research and data analytics
  • Communicating your findings to your managers and to clients
  • Oracle Dataguard Configurations for DR Scenarios

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